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Nonprofit · EIN 26-1231096

HERITAGE VILLAGE REHAB & SKILLED NURSING INC

Tax-exempt · GERRY, NY 14740

Financials

$13.3M$14.5M2023$12.9M$14.4M2024
Revenue Expenses · by fiscal year end
Financials of HERITAGE VILLAGE REHAB & SKILLED NURSING INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$12,860,134$14,416,789-$1,556,655$3,565,149$5,352,985-$1,787,836
December 31, 2023990$13,341,100$14,518,435-$1,177,335$4,893,079$5,651,165-$758,086
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$500,555
of which government grants
$500,000
Program service revenue
$11,919,998
Investment income
$0
Other revenue
$439,581

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$5,251,890
Salaries, compensation and benefits (total)
$6,444,964
Professional fundraising fees
$0
Legal fees
$13,492
Occupancy
$181,984
Travel
$6,526
Depreciation
$304,009
Program services (functional)
$11,667,908
Management and general (functional)
$2,748,881

Balance sheet and other

Total assets, start of year
$4,959,965
Total assets, end of year
$3,565,149
Total liabilities, end of year
$5,352,985
Net assets, end of year
-$1,787,836
Land, buildings and equipment
$1,262,888
Net assets without donor restrictions
-$1,795,339
Net assets with donor restrictions
$7,503
Gross receipts
$12,860,134
Employees
204
Volunteers
0
Year formed
2007
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Lisa HaglundPresident & CEO
Officer
1$0$337,676$22,728
Mark WilcoxChief Information Officer
Officer
1$0$196,526$22,184
Lisa RessmanChief Financial Officer
Officer
1$0$200,294$13,619
Danielle BozichChief Human Resources Officer
Officer
1$0$190,268$17,794
Samuel HillChief of Mission Advancement
Officer
1$0$184,880$21,998
Robin DiGregorioRegional Nursing Home Administrator
Highest-paid employee
1$0$160,278$15,080
Richard WhitverManaging Pharmacist
Highest-paid employee
0$160,634$0$2,161
Matthew BoswellDirector of Regulatory and Budget
Highest-paid employee
1$0$147,109$9,949
Kerstin WymanDirector of Sales and Business Development
Highest-paid employee
1$0$135,203$9,656
Tracy NelsonVice President of Human Resources
Highest-paid employee
1$0$130,670$2,914
Honna CurtisBoard Member
Trustee or director
1$0$0$0
Walter FlemingBoard Member
Trustee or director
1$0$0$0
Susan WilstonChair
Trustee or director, Officer
1$0$0$0
Susanne MohnkernBoard Member
Trustee or director
1$0$0$0
Brent RichardsonVice Chair
Trustee or director, Officer
1$0$0$0
7 more people on this return
NameTitleHours / weekCompensation
Joanne SmikleBoard Member
Trustee or director
1$0
Peter SchmittBoard Member
Trustee or director
1$0
Judy RichSecretary/Treasurer
Trustee or director, Officer
1$0
Peter StarkChair
Trustee or director, Officer
1$0
Mary Ann SpanosVice Chair
Trustee or director, Officer
1$0
Gregory FernandezSecretary/Treasurer
Trustee or director, Officer
1$0
Pamela NollBoard Member
Trustee or director
1$0
990 for the year ended December 31, 2023: 23 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Lisa HaglundPresident & CEO
Officer
1$0$307,380$22,142
Meghan AldrichChief Operating Officer
Officer
1$0$256,426$4,071
Mark WilcoxChief Information Officer
Officer
1$0$182,939$21,518
Danielle BozichChief Human Resources Officer
Officer
1$0$181,081$12,802
Samuel HillChief of Mission Advancement
Officer
1$0$157,479$17,925
Robin DiGregorioRegional Nursing Home Administrator
Highest-paid employee
1$0$152,678$14,843
Matthew BoswellVice President of Finance
Highest-paid employee
1$0$154,219$9,903
Richard WhitverManaging Pharmacist
Highest-paid employee
40$160,525$0$2,566
Kathy WetherellRN Supervisor
Highest-paid employee
1$0$127,527$16,440
Tracy NelsonVice President of Human Resources
Highest-paid employee
1$0$127,206$2,933
Paul DeSantisChief Financial Officer
Officer
1$0$114,509$6,286
Lisa RessmanChief Financial Officer
Officer
1$0$36,586$1,212
Honna CurtisBoard Member
Trustee or director
1$0$0$0
Janet SnyderBoard Member
Trustee or director
1$0$0$0
Larry RobertsSecretary/Treasurer
Trustee or director, Officer
1$0$0$0
Walter FlemingVice Chair
Trustee or director, Officer
1$0$0$0
Susan WilstonVice Chair
Trustee or director, Officer
1$0$0$0
Susanne MohnkernBoard Member
Trustee or director
1$0$0$0
Brent RichardsonChair
Trustee or director, Officer
1$0$0$0
Charles ToyBoard Member
Trustee or director
1$0$0$0
Joanne SmikleBoard Member
Trustee or director
1$0$0$0
Peter SchmittBoard Member
Trustee or director
1$0$0$0
Judy RichBoard Member
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
4570 ROUTE 60, GERRY, NY 14740-9540
In care of
% JEFFREY ONDREY
Principal officer (990 for 2024)
LISA HAGLUND, 4600 ROUTE 60, GERRY, NY 14740
Signed the 990
Lisa Haglund, President & CEO
Phone
(716) 985-6820

Mission

TO SERVE OTHERS THROUGH CHRIST-CENTERED MINISTRIES WHICH PROVIDE HOPE, DIGNITY AND PURPOSEFUL LIVING.

990 for the year ended December 31, 2024

Program accomplishments

  • TO ESTABLISH, MAINTAIN AND OPERATE A NURSING HOME FOR THE ELDERLY WHICH INCLUDES FULL TIME MEDICAL CARE AND SUPERVISION. THE FACILITY HAS 120 AVAILABLE BEDS.
    Expenses $11,667,908 · revenue $12,359,579

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
26-1231096
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2008
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E91)
Assets (IRS master file)
$3,565,149
Income (IRS master file)
$12,860,134

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$12,860,134$14,416,789$3,565,149XML
990December 2023$13,341,100$14,518,435$4,893,079XML
990December 2022$14,943,547$15,010,203$9,468,416IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1231096).

Questions about HERITAGE VILLAGE REHAB & SKILLED NURSING INC

What is the EIN of HERITAGE VILLAGE REHAB & SKILLED NURSING INC?
The employer identification number (EIN) of HERITAGE VILLAGE REHAB & SKILLED NURSING INC is 26-1231096.
Is HERITAGE VILLAGE REHAB & SKILLED NURSING INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to HERITAGE VILLAGE REHAB & SKILLED NURSING INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HERITAGE VILLAGE REHAB & SKILLED NURSING INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HERITAGE VILLAGE REHAB & SKILLED NURSING INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HERITAGE VILLAGE REHAB & SKILLED NURSING INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HERITAGE VILLAGE REHAB & SKILLED NURSING INC?
The 990 for the year ended December 31, 2024 names LISA HAGLUND.
Who are the officers and directors of HERITAGE VILLAGE REHAB & SKILLED NURSING INC?
The 990 for the year ended December 31, 2024 lists 22 people; 1 received compensation from the organization.
How much revenue does HERITAGE VILLAGE REHAB & SKILLED NURSING INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $12,860,134, expenses of $14,416,789 and total assets of $3,565,149 at year end.

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